How it fits your workflow.
MX provides financial data connectivity and enrichment. Raw account activity and interpreted transaction information serve different roles in a lending review. A useful workflow retains the original account context and the meaning of enriched fields so teams can explain classifications rather than treating every category as an established fact.
WORKFLOW FOCUS
Financial account data and transaction enrichment context.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why keep raw transaction context alongside enriched categories?
Enrichment adds interpretation to source data. Retaining the original transaction helps reviewers investigate classifications and understand what the underlying record actually says.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.